President, CCO · Mutual Trust Advisory Group
Scott R. Schatzle
CRD 4773107 · Named on Form ADV at one SEC-registered adviser
At a glance
Mutual Trust Advisory Group, an SEC-registered wealth manager based in Estero, FL with $166 million in regulatory assets, lists Scott R. Schatzle on its Form ADV as President, CCO, a control person.
Firms and roles
- Mutual Trust Advisory GroupPresident, CCOWealth manager · Estero, FL · $166M in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.